Waterfield Advisors is a multi family office advisory services provider with the core objective of preserving and enhancing our client’s wealth, guiding them in making the right investment decisions and assisting in executing transactions that help the family’s operating businesses grow.
In our endeavor to help clients with their investment decisions, our investment advisory team maintains complete independence from product manufacturers making the entire financial services space our landscape. We are solely client focused and derive pride from our commitment to keep our client’s best interest at the forefront of our advisory practice. We firmly believe that it is our “client first” approach to investment advisory services that sets us apart.
As a part of our investment advisory services, we consolidate the reporting of all family assets and monitor the investment performance with a comprehensive set of monthly reports. Clients can view the same through our online reporting system The Family Office platform also extends services that go beyond investments and includes areas such as philanthropy, trusts and estate planning, tax planning and concierge services.
For our clients’ operating businesses, Waterfield’s corporate advisory services team uses our extensive network in the ultra HNI, Venture Capital and Private Equity and Banking community to raise funds, mergers and acquisitions, corporate structures and cross border opportunities.
A specialized team within Waterfield also offers real estate advisory services, which includes review of the client’s real estate portfolio, property search / sale, structuring of JD/JV/ TDRs, pre-leased commercial assets as well as project marketing.
Waterfield brings together the right combination of skills and experience in its team and a robust technology platform to be able to optimise outcomes for our clients. While the objective is to bring all the services under one roof for our clients, Waterfield has also partnered with the best in class service providers in many areas including Trusteeship and Legal Advisory services.